agile / agile-shapeup · v1.0

Shape Up — Basecamp's Framework

Appetite, pitches, and the betting table — an alternative to sprints and backlogs designed for product teams that want to ship meaningful work on a fixed schedule.

6
Week cycles
2
Week cooldown
0
Product backlog
1
Appetite per pitch

What is Shape Up?

Shape Up is a product development methodology created by Basecamp (now 37signals). It replaces sprint backlogs and velocity with Appetite (a time budget), Pitches (shaped work), and a Betting Table (a strategic decision point every cycle).

The core insight: most teams spend too much time estimating unshapen work and too little time thinking deeply about what to build. Shape Up inverts this — spend more time shaping before committing, then give teams uninterrupted time to build.

The key shift: Instead of "how long will this take?" ask "how much time are we willing to spend on this?" — appetite is a business decision, not a technical estimate.

The 8-Week Cycle

Phase 1
Shaping
Ongoing (parallel)
Phase 2
Betting Table
1–2 days
Phase 3
Building
6 weeks

After the 6-week building cycle, teams enter a 2-week Cooldown period — unstructured time for bug fixing, exploration, and rest. Shaping for the next cycle happens continuously in parallel with building.

Typical 8-week cadence:
Weeks 1–6  → Building cycle (teams ship committed work)
Weeks 7–8  → Cooldown (fixes, exploration, shaping)
Day 1 of next cycle → Betting Table (commit to next pitches)

Shaping always happens in parallel — it is NOT a phase.

Appetite vs Estimate

The most important concept in Shape Up: Appetite is how much time you're willing to spend on something — a business decision. An estimate is how long you think something will take — a technical prediction.

ConceptAppetiteEstimate
DefinitionMax time we'll invest for the value it deliversPrediction of how long it'll take
Who sets itBusiness / shapersDevelopers
Changes scope?Yes — scope is variable, appetite is fixedNo — teams work to the scope
Typical sizesSmall batch (1–2 weeks) or Big batch (6 weeks)Story points, hours, days
RiskKnown upfrontDiscovered mid-execution
Appetite is fixed. Scope is flexible. If a feature can't be built to the core value within the appetite, the team cuts scope — not corners, and not the deadline.

Shaping Work

Shaping is the upstream design work that transforms a raw idea into a pitch. It is done by a small team (usually 1 designer + 1 technical person) away from the building team. The output is a pitch, not a spec.

The four properties of shaped work

🎯
Rough
Enough detail to evaluate feasibility and value — not a pixel-perfect spec. Teams have latitude to fill in details.
✂️
Solved
The core design problems are solved. No unsolved rabbit holes waiting to ambush the team mid-cycle.
Bounded
A clear appetite is set. Work that doesn't fit the appetite is cut before it reaches the team.
🔍
Risk-identified
Rabbit holes (unclear or risky areas) are explicitly called out so the team can address them early.

Writing a Pitch

A pitch is the output of shaping — a short document that gives the betting table enough information to make a yes/no decision. It is not a requirements document.

Pitch structure:
1. Problem — what customer pain are we addressing?
2. Appetite — how much time are we willing to spend? (S or L batch)
3. Solution — rough sketches (breadboards/fat marker) of the approach
4. Rabbit holes — what could go wrong? what are we explicitly NOT doing?
5. No-gos — what's out of scope to keep the appetite intact?

Pitch length: 1–2 pages (or equivalent doc). Not a novel.
Audience: the betting table (typically senior product + tech leadership)
Pitches are not assigned. They are proposed. The betting table accepts or rejects them. Rejected pitches are not kept in a backlog — they can be re-pitched in a future cycle if still relevant.

Breadboards & Fat Markers

Shapers use two visual techniques to communicate the solution without over-specifying it:

Breadboard — a wireframe notation for flows:
→ Places (screens/dialogs)
→ Affordances (buttons, fields, actions)
→ Connection lines (navigation between places)
Purpose: show the flow without implying visual design

Fat marker sketch — drawn with a thick marker (or Sharpie):
→ Too rough for anyone to take as a spec
→ Shows spatial layout and rough composition
→ Leaves design decisions to the building team
Purpose: communicate concept, not implementation
The constraint is intentional. If your sketches are too detailed, developers will implement them exactly — losing the flexibility they need to solve problems during building.

The Betting Table

The Betting Table is a brief meeting (2–4 hours) of senior stakeholders held before each building cycle. They review shaped pitches and decide which ones to "bet" on for the next cycle.

Betting Table participants (typically):
→ CEO / product leadership
→ CTO / technical leadership
→ Senior designer
→ No middle management, no committees

Outcomes:
→ Accepted: pitch is assigned to a team for the next cycle
→ Declined: not this cycle (no backlog — re-pitch if still relevant)
→ Needs more shaping: return to shaper with specific questions

Rules:
→ Teams are committed to 6 weeks uninterrupted
→ No new work added mid-cycle (circuit breaker)
→ No carryover — unfinished work is cancelled, not extended
The circuit breaker: If a project can't be finished in the cycle, it is cancelled — not extended. This creates a forcing function to scope properly upfront.

The Building Phase

Once work is committed at the betting table, teams of 1–3 people (1 designer + 1–2 programmers) are given 6 weeks of uninterrupted time. No status meetings, no sprint reviews, no re-prioritisation.

Team autonomy

Teams in the building phase:
→ Decide their own order of work within the shaped pitch
→ Define their own tasks (no pre-assigned task lists)
→ Discover and solve implementation details autonomously
→ Cut scope to protect the appetite (not the schedule)
→ Have a single point of contact: the team itself

Scopes & Hill Charts

Teams organise work into Scopes (integrated slices of the problem) and track progress with Hill Charts — a visual tool that shows whether work is in the "figuring out" or "making it happen" phase.

Scopes (not tasks):
→ Meaningful chunks of the feature that can be completed end-to-end
→ Name reflects the problem solved, not the layer (e.g. "Invite flow" not "Backend")
→ Each scope can be shipped independently if needed

Hill Chart:
Uphill = "figuring out" (unknowns remain)
Downhill = "making it happen" (path is clear)
Peak = all unknowns resolved

Status meeting replacement:
→ Teams update their Hill Chart in the project tool
→ Stakeholders check the chart, not the people
→ Stalled scopes on the uphill side trigger a conversation

Shape Up vs Scrum

DimensionShape UpScrum
Cycle length6-week building + 2-week cooldown1–4 week sprints, continuous
BacklogNone (pitches are ephemeral)Product Backlog (persistent)
ScopeVariable (fixed appetite)Fixed per sprint (variable timeline)
Team size1–3 per project3–9 developers
Progress trackingHill charts (scopes)Sprint burndown
Mid-cycle changesNot permitted (circuit breaker)Not permitted (Sprint Goal protected)
Best forProduct companies, ≤30 engineersAny team size, continuous delivery

Anti-Patterns

Anti-PatternProblemFix
Maintaining a backlogOld ideas accumulate; "maybe later" means never, except you're still managing itLet pitches expire; re-pitch if still relevant next cycle
Over-specifying pitchesTeams can't make decisions; shaped work feels like a specRough solutions only; fat markers, not wireframes
Adding work mid-cycleTeams lose the uninterrupted time that makes Shape Up workEnforce the circuit breaker; new work waits for the next betting table
Treating appetite as estimateTeams treat the 6 weeks as a deadline and add scope to fill itScope is variable; if done early, use remaining time to improve quality
CarryoverUnfinished cycles extend; appetite becomes meaninglessCancel unfinished work; re-shape and re-pitch if it's still worth doing
No shaping capacityBetting table has nothing to bet on; teams get busyworkSenior people must protect time for shaping — it is strategy work

Shape Up Cheat Sheet

Key concepts
Appetite   → how much time we're willing to spend (business decision)
Pitch      → shaped proposal: problem + appetite + rough solution + rabbit holes
Betting    → senior leadership chooses pitches; no committee; no backlog
Circuit    → unfinished work is cancelled, not extended
Cooldown   → 2 weeks after building for fixes, exploration, shaping

Cycle cadence
Weeks 1–6  → Building (teams work uninterrupted on committed pitches)
Weeks 7–8  → Cooldown + Betting Table prep
Day 1+     → Next building cycle begins

Pitch elements
1. Problem (the customer pain)
2. Appetite (Small: 1–2 weeks | Large: 6 weeks)
3. Solution (breadboards + fat marker sketches)
4. Rabbit holes (known risks/unknowns to address early)
5. No-gos (explicit out-of-scope items)

Building tools
Scopes → integrated slices of the problem (not layers)
Hill Chart → uphill (figuring out) → peak (solved) → downhill (making it happen)

Team size: 1 designer + 1–2 programmers per project